How to share a report with others in Filio?
Estimated reading: 3 minutes
Step 1
Step 1
To share a report with others in Filio, you have the following options:
- Open the report you want to share in Filio.
- Look for the share option, represented by a share icon in the right side toolbar.
- Click on the share option to open the sharing settings.
- In the sharing settings, you will see different options for sharing the report:
“Anyone with access to this project”:
- Share with people by email: You can send email invitations to specific individuals, granting them access to view or edit the report. You can enter their email addresses and choose the appropriate access level for each recipient.
- Share the link: This option generates a shareable link that you can copy and distribute to individuals who already have access to the project. They can use the link to access the report without needing an email invitation.
“Anyone shared by email”:
- Give different access: With this option, you can provide different access levels to each recipient when sharing the report via email. Please be cautious when sharing reports via email, as recipients will receive a link in their email that they can freely share with others who do not have access.
- The expiration date for this access: If you want to restrict access to the report for a specific period, you can set an expiration date. After the specified date, access to the report will be revoked.
- Share with people by email: This option allows you to specify the email addresses of the individuals you want to share the report. You can provide different access levels, such as view-only or edit access, to each recipient.
Choose the appropriate sharing option based on your needs and the level of access you want to grant to others.